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Client Success Specialist

Boston, USA
Closing date
May 31, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

What team will you be on?

Do you want to use your unique background to make an impact on the clients we service in a culture that thrives on quality, innovation, collaboration, and accountability? Do you thrive in a data environment where analytical and problem resolution proficiencies are key? Are you looking to advance your career? Look no further!

The Client Success Specialist will work at BlackRock's Retail Service Center, based in Boston. The team is responsible for providing the highest quality customer service to shareholders, prospective shareholders, and Financial Professionals. Additionally, we look after issue resolution, build and manage relationships with clients through verbal and written communications, and partner with departments throughout BlackRock.

Why is your role important?

At BlackRock, we are seeking a Client Success Specialist who is curious, collaborative, analytical, and hardworking to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, inquisitiveness, and passion while giving you the opportunity to grow professionally and as an individual. This is a phenomenal opportunity to build your professional foundation with the support of your managers to get to the next stage of your career at BlackRock, including the opportunity and support to obtain FINRA licenses.

What will you be doing?
  • Respond to telephone inquiries regarding account status (i.e., account balances, trade / maintenance history, etc.), legal requirements, fund operations, and information on BlackRock products such as service options, fund performance, pricing, yields, portfolio characteristics, historical figures, tax implications, and other mutual fund specific information.
  • Assist clients with accessing and navigating the website and voice response unit.
  • Partner with other teams in order to meet quality standards and ensure a smooth flow of operation.
  • Process telephone transactions as requested by shareholders or their representatives using the on-line transfer agency system. Transactions include (but are not limited to) redemptions, exchanges, adjustments, and account maintenances. Check work to ensure accuracy of transactions.
  • Additionally, you will work on report distribution, researching account inquiries utilizing various resources, responding to written client inquiries, and assisting other departments.
  • Run ad-hoc projects assigned by supervisors

What are we looking for?
  • Bachelor's degree preferred
  • Desire to learn mutual fund industry from ground up (some knowledge of industry is a plus)
  • Ability to effectively work in a fast-paced environment, multi-task and meet deadlines
  • Excellent verbal and written communication skills
  • Strong client service orientation
  • Ability to interact as a team member and maintain a flexible demeanor
  • Ability to work flexible hours Monday through Friday (shifts are 8:00am ET - 5:00pm ET and 9:00am ET - 6:00pm ET), including limited overtime when vital

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's current hybrid work model is designed to enable in-person connections and collaboration that is core to our culture, while supporting increased flexibility for all employees. In line with local health guidance and regulations, employees are required to work at least 3 days in the office each week, with the flexibility to work from home up to 2 days a week. Some business groups may require more time in the office due to their roles and responsibilities. The health, safety and well-being of our people will always be our top priorities; we will continue to monitor local conditions and health advisories in making decisions about our work environments.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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